IA
Insight Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.31M | Sell |
14,402
-175
| -1% | -$76.7K | 1.01% | 15 |
|
|
2025
Q1 | $5.41M | Buy |
14,577
+59
| +0.4% | +$21.9K | 0.94% | 17 |
|
|
2024
Q4 | $6.01M | Sell |
14,518
-1,186
| -8% | -$491K | 1.01% | 14 |
|
|
2024
Q3 | $6.03M | Buy |
15,704
+33
| +0.2% | +$12.7K | 1.04% | 13 |
|
|
2024
Q2 | $5.86M | Buy |
15,671
+4
| +0% | +$1.5K | 1.06% | 10 |
|
|
2024
Q1 | $5.39M | Buy |
15,667
+12
| +0.1% | +$4.13K | 1.03% | 10 |
|
|
2023
Q4 | $4.87M | Sell |
15,655
-36
| -0.2% | -$11.2K | 1.03% | 11 |
|
|
2023
Q3 | $4.27M | Buy |
15,691
+45
| +0.3% | +$12.3K | 0.98% | 9 |
|
|
2023
Q2 | $4.43M | Sell |
15,646
-212
| -1% | -$60K | 0.99% | 12 |
|
|
2023
Q1 | $3.96M | Sell |
15,858
-45
| -0.3% | -$11.2K | 0.93% | 10 |
|
|
2022
Q4 | $3.37M | Sell |
15,903
-176
| -1% | -$37.2K | 1.18% | 11 |
|
|
2022
Q3 | $3.44M | Buy |
16,079
+116
| +0.7% | +$24.8K | 1.35% | 12 |
|
|
2022
Q2 | $4.12M | Sell |
15,963
-478
| -3% | -$123K | 1.4% | 12 |
|
|
2022
Q1 | $4.73M | Sell |
16,441
-243
| -1% | -$69.9K | 1.42% | 9 |
|
|
2021
Q4 | $5.35M | Sell |
16,684
-362
| -2% | -$116K | 1.58% | 8 |
|
|
2021
Q3 | $5.47M | Sell |
17,046
-340
| -2% | -$109K | 1.63% | 6 |
|
|
2021
Q2 | $5.14M | Sell |
17,386
-1,045
| -6% | -$309K | 1.61% | 8 |
|
|
2021
Q1 | $5.07M | Sell |
18,431
-489
| -3% | -$134K | 1.6% | 5 |
|
|
2020
Q4 | $4.79M | Buy |
+18,920
| New | +$4.79M | 1.81% | 5 |
|